SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tuck who wrote (826)9/25/2003 5:53:35 PM
From: tuck  Read Replies (2) of 1005
 
TWTI has been torpedoed these last few days, to the tune of 25%. The UBS presentation yesterday did not reveal details of their upcoming molecular diagnostics product line for competitive reasons. It could be that details were expected, and when they were not forthcoming, this 24 hour plunge (just missed firesale status) ensued. Or that something came out in the breakout session. It would be interesting to see who the axe was, and if their firm comes out with a downgrade in a few days. Absent that, this weakness presents a possible buying opportunity.

I found CIPH's presentation to be equally vague regarding their commercialization plans for multiple biomarker diagnostic products. They just sadi such a product could be brought to market in two or three years, versus the old seven to nine years. But they've been saying that for a while. They said automation will drive increased consumable sales, so that is something to watch for in the current & upcoming quarters. Frankly, I am concerned about the upcoming quarter, given that the last one was a bit weak in instrument sales, and that the market is starting to look a bit wobbly. I have sold my Mom's position, and may look to sell BLUE HP's as well.

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News